DB Wealth Management Group’s Invesco Global Water ETF PIO Stock Holding History

DB Wealth Management Group’s Portfolio PIO Stock Details PIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$79.7K	Hold	2,016	–	–	0.05%	130
2023 Q3	$68.1K	Hold	2,016	–	–	0.04%	132
2023 Q2	$72.1K	Hold	2,016	–	–	0.04%	130
2023 Q1	$70.5K	Hold	2,016	–	–	0.04%	127
2022 Q4	$65.8K	Hold	2,016	–	–	0.04%	132
2022 Q3	$58K	Hold	2,016	–	–	0.04%	141
2022 Q2	$63K	Hold	2,016	–	–	0.04%	142
2022 Q1	$74K	Hold	2,016	–	–	0.04%	139
2021 Q4	$88K	Hold	2,016	–	–	0.05%	125
2021 Q3	$80K	Sell	2,016 -63	-3%	-$2.64K	0.05%	130
2021 Q2	$83K	Hold	2,079	–	–	0.05%	129
2021 Q1	$75K	Hold	2,079	–	–	0.05%	134
2020 Q4	$73K	Buy	+2,079	New	+$69.7K	0.05%	130

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

DB Wealth Management Group's PIO Position: Q4 2023 in Review

DB Wealth Management Group held its Invesco Global Water ETF (PIO) position steady in Q4 2023 at 2,016 shares worth $79.7K. The position accounts for 0.05% of the portfolio, ranked #130.

DB Wealth Management Group first reported a position in PIO in Q4 2020 and has held it in 13 quarters since. The position peaked at $88K in Q4 2021. 101 funds tracked by Wall St. Rank hold PIO as of Q4 2023.

DB Wealth Management Group held 2,016 shares of Invesco Global Water ETF worth $79.7K as of Q4 2023.
DB Wealth Management Group left its Invesco Global Water ETF share count unchanged in Q4 2023.
Invesco Global Water ETF made up 0.05% of DB Wealth Management Group's portfolio in Q4 2023, its #130 holding.
DB Wealth Management Group first reported a position in Invesco Global Water ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Invesco Global Water ETF position peaked at $88K in Q4 2021.
101 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.